Replies to post #556728 on NorthWest Biotherapeutics Inc (NWBO)

[vator]

I am with you. One look at GBM indications with DCVax and adjuvants puts Linda at a very good negotiating position. I still think she sucks with all her machinations.

I would give away a portion of my shares for Duffy in that position.

[dennisdave]

We’ll have to agree to disagree on that point. BP comes in at all stages — I believe something like 90% of BP deals are pre phase 3.

normally yes, but given the unusual way they have conducted the trial and changed the SAP (which has all been all legit dont get me wrong). I suspect BP want certainly with at least one RA approval. Immu + RWE...
Then there is the uncertainty of the MIA for BP. You can hardly compare the GBM trial with any other biotech.

Uncertainty can be addressed with milestone payments and such. I tend to believe the ball is in LP’s court to make or not to make a deal. In some sense she’s already alluded to that.

after MAA UK 100% as I said she would be out of her mind not to

[hankmanhub]

We’ll have to agree to disagree on that point. BP comes in at all stages — I believe something like 90% of BP deals are pre phase 3.

Possibly true (I have no source), but in the case of NWBO, LP is not willing to accept the much lower price that that a "pre phase 3" (now a post phase 3) deal with BP would entail as she has made perfectly clear. "Come with your checkbook"! So, we are ;lekely not looking at a deal with BP before at least a BLA is filed or more likely until after the first RA approval and perhaps the start of commercialization. At this point, the fact that some BP deals happen before PIII is totally irrelevant.